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HAVERFORD FINANCIAL SERVICES, INC.
CRD 130007 · SEC 801-62759
THREE RADNOR CORPORATE CENTER, SUITE 450, RADNOR, PA, 19087-4580, United States
Phone
610-995-8700
Fax
610-995-8797
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$366.4M
Discretionary AUM
$366.4M
Team
45 total employees; 25 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $321.0M |
| Charitable organizations | 6 | $3.7M |
States served
CA, DC, IL, MD, NJ, NY, PA, TN, VA, FL
Official SEC filing: View on IAPD